Advisers on the Move

Never miss a move. The industry's only comprehensive database of financial advisers and brokers changing firms. View over a decade of recruiting activity at wirehouses, regional brokerages, RIAs and independent broker-dealers.

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Latest moves


Adviser(s) Firm joining Firm leaving AUM ($M) Date
Andrew Keith HoffmanSecurities America, Inc.LPL Financial LLC$10007-09-2015
Bret D. McLeanSecurities America, Inc.First Allied Securities, Inc.07-09-2015
Charles Eugene BryanSecurities America, Inc.LPL Financial LLC$10007-09-2015
Charles Maclean RenwickSecurities America, Inc.Avantax Advisory Services09-17-2019
Daniel R. Boudreaux Jr.Securities America, Inc.Park Avenue Securities LLC03-10-2016
Frank A. SalandraSecurities America, Inc.LPL Financial LLC07-09-2015
Henry Livingston, Ryan McClellandSecurities America, Inc.J.W. Cole Financial$5004-20-2011
James Wilson BurrisSecurities America, Inc.Walnut Street Securities, Inc.$10011-28-2011
Joseph Paul RomanoSecurities America, Inc.LPL Financial LLC$50007-09-2015
Kyle Raymond BeerbohmSecurities America, Inc.First Allied Advisory Services, Inc.$10005-02-2016
Marc A ClarkSecurities America, Inc.Morgan Stanley$50011-23-2016
Raymond Kenzie Jenkins Jr.Securities America, Inc.Edward Jones$22009-02-2016
Scott Edward BordelonSecurities America, Inc.LPL Financial LLC$50007-09-2015
Vernon Henry Moret Jr.Securities America, Inc.Wells Fargo Advisors Financial Network, LLC$25010-11-2013
William Taylor King Jr.Securities America, Inc.Questar Capital Corporation$35006-29-2018
Wilmer Gresham Powell IIISecurities America, Inc.Commonwealth Financial Network$25008-08-2014

Showing 1 to 16 of 16 entries

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Disclaimer & Methodology: The InvestmentNews Advisers on the Move database is designed to capture all recruiting activity of retail financial advisers/teams of advisers as they move from one firm to another. The activity recorded within the database comes from a number of sources, including InvestmentNews and other media reports; press releases; direct submissions that have been reviewed by InvestmentNews; and regulatory filings. To qualify as a move, no more than 60 days can have elapsed between the date an adviser/team leaves one firm and the date they join another. Any adviser registration changes that came as a result of merger & acquisition activity are not recorded as moves in the database. Finally, please note that all AUM data is user-submitted and is not audited by InvestmentNews or any regulatory agency. When AUM data is unavailable, a “ — “ is listed in the record’s AUM field entry. All data and information is the property of InvestmentNews LLC and is protected by copyright and other intellectual property laws. All rights are reserved by InvestmentNews LLC. Data may only be viewed on and can not be resold, republished, redistributed, sublicensed, or copied for any other use without the permission of InvestmentNews LLC.


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